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iShares Micro-Cap ETF
IWC

Overview Fund Activity

157 hedge funds and large institutions have $389M invested in iShares Micro-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
33
Reduced
71
Closed
23
Calls
$697K
Puts
$290K
Net Calls
+$407K
Net Calls Change
+$163K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$17.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$2.28M
3
MAM
Marquette Asset Management
Minnesota
$3.33M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.36M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.71M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$604K
2
LI
LVZ Inc
Michigan
$0
3
CG
Cutler Group
California
$1.72M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.59M
5
SWP
Summit Wealth Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
1
MD Financial Management
Ontario, Canada
$54.3M -$171K -1,895 -0.3%
Bank of America
2
Bank of America
North Carolina
$24.2M -$59.2K -654 -0.2%
HHGA
3
Halbert Hargrove Global Advisors
California
$19.2M -$394K -4,359 -2%
AAS
4
Avantax Advisory Services
Texas
$17.2M +$2.4M +26,567 +16%
OCM
5
One Capital Management
California
$17M +$513K +5,666 +3%
AA
6
Alesco Advisors
New York
$12.8M -$744K -8,219 -5%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$12.1M -$660K -6,976 -5%
EA
8
Efficient Advisors
Ohio
$12M -$729K -8,061 -6%
DY
9
Dowling & Yahnke
California
$11.5M -$140K -1,550 -1%
Wells Fargo
10
Wells Fargo
California
$11M -$1.06M -11,695 -9%
EWM
11
Empirical Wealth Management
Washington
$10.5M +$156K +1,726 +2%
RC
12
RegentAtlantic Capital
New Jersey
$10.4M -$259K -2,860 -2%
Morgan Stanley
13
Morgan Stanley
New York
$9.75M -$327K -3,611 -3%
AFG
14
Arkansas Financial Group
Arkansas
$9.5M -$82.4K -911 -0.9%
CL
15
CPWM LLC
Washington
$7.01M +$356K +3,937 +5%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$6.91M -$186K -2,052 -3%
Creative Planning
17
Creative Planning
Kansas
$6.68M -$357K -3,949 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$6.42M -$747K -8,260 -10%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.33M -$356K -3,940 -5%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$5.87M -$372K -4,108 -6%
SC
21
Schoolcraft Capital
Colorado
$5.72M +$68.4K +756 +1%
UBS Group
22
UBS Group
Switzerland
$5.65M -$87.7K -969 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.59M -$1.64M -18,148 -23%
CPIG
24
Chicago Partners Investment Group
Illinois
$5.11M +$197K +2,038 +4%
Fidelity International
25
Fidelity International
Bermuda
$4.45M – – –
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